Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.65T
1-Year Est. Return 24.8%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Quarter Est. Return
1 Year Est. Return
+24.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$741B
AUM Growth
-$68.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,467
New
Increased
Reduced
Closed

Top Buys

1
+$1.85B
2
+$1.78B
3
+$1.73B
4
TSM icon
TSMC
TSM
+$1.2B
5
AMGN icon
Amgen
AMGN
+$1.15B

Top Sells

1
+$2.6B
2
+$1.29B
3
+$1.25B
4
TWLO icon
Twilio
TWLO
+$1.22B
5
EPAM icon
EPAM Systems
EPAM
+$1.12B

Sector Composition

1 Technology 18.61%
2 Healthcare 9.76%
3 Financials 9.05%
4 Consumer Discretionary 8.4%
5 Communication Services 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2451
$14.4M ﹤0.01%
382,338
-9,882
2452
$14.4M ﹤0.01%
910,303
-33,756
2453
$14.4M ﹤0.01%
3,080,166
+1,377,289
2454
$14.4M ﹤0.01%
1,095,768
+328,518
2455
$14.4M ﹤0.01%
491,837
+182,561
2456
$14.4M ﹤0.01%
283,929
+37,924
2457
$14.3M ﹤0.01%
890,015
-132,605
2458
$14.3M ﹤0.01%
224,475
+85,298
2459
$14.3M ﹤0.01%
282,032
+198,994
2460
$14.3M ﹤0.01%
206,086
+92,035
2461
$14.3M ﹤0.01%
185,154
-51,830
2462
$14.3M ﹤0.01%
645,058
-23,838
2463
$14.3M ﹤0.01%
114,204
+344
2464
$14.2M ﹤0.01%
2,688,437
+1,100,357
2465
$14.2M ﹤0.01%
1,007,372
-20,406
2466
$14.2M ﹤0.01%
352,434
+21,330
2467
$14.2M ﹤0.01%
654,105
-65,898
2468
$14.2M ﹤0.01%
155,670
-36,233
2469
$14.2M ﹤0.01%
307,371
-493
2470
$14.2M ﹤0.01%
159,646
-124,501
2471
$14.2M ﹤0.01%
565,690
-99,086
2472
$14.2M ﹤0.01%
106,318
+14,014
2473
$14.2M ﹤0.01%
68,968
-40,101
2474
$14.2M ﹤0.01%
340,858
+144,693
2475
$14.2M ﹤0.01%
173,909
+78,572
97 98
99
100 101